IRS-AUDIT_SERVICES

Questions & Answers / Clarifications

This document contains responses to industry questions submitted during the Request for Information (RFI) phase for a requirement related to financial management systems and support for the IRS. The RFI is in its early market research stage.

• Solicitation Release Date: The Government does not have an intended release date for the solicitation yet, as it is in the early market research phase.
• Industry Engagement Session: A virtual industry engagement session will not be held prior to the RFI response deadline due to time constraints, though one may be offered at a later date.
• Incumbent Contractor: Integrated Finance & Accounting is the incumbent, though their Performance Work Statement (PWS) may have a narrower scope.
• Cover Page/Capability Statement: The "Brief Overview of the Company and Core Capabilities" should be brief for the cover page but can be expanded within the subsequent 15 pages. A capability statement can also be included within these 15 pages.
• Integrated Financial System (IFS): The current IFS is in operations and maintenance, with only required updates until the IRS moves to Treasury OneFM around 2027/2028, at which point IFS will be retired. Systems charts for SAP/IFS implementation details are available.
• Personnel Reductions: Staffing decreases within the OCFO affect financial reporting, accounting standards, USSGL, asset management, and data analysis (including automation and visualization).
• PWS Artifacts: Posting models, interfaces, and reporting crosswalks artifacts are current.
• Attachment X - Key Personnel Table: The draft PWS is a rough draft, and attachments/appendices are not yet available.
• Set-Aside Status & Contract Vehicle: These are unknown at this time, as the requirement is in early market research.
• On-Site Requirements: Per Executive Order, the IRS operates under a full-time in-person/office environment, though exigent circumstances may necessitate limited offsite work.
• Page Limits: Responses to the RFI are limited to 16 pages total (1 cover page + 15 subsequent pages).
• Contractor Personnel Clearance: Public Trust clearance will be required.
• System Access/Tools: The Government will provide all required system access, software licenses, and tools; contractors do not need to include these in cost assumptions.
• Travel: For this exercise, assume all travel is limited to the NCR.
• Attestation Requirements: Limited support for attestation requirements, such as a management representation letter, would be included in the scope.

This RFI is for market research purposes only and will be used to assist with crafting finalized requirements. The Government is still conducting market research, and details such as performance metrics, deliverables, contract structure, and set-aside status will be determined as the PWS becomes more finalized.

Statement of Work (SOW) / Performance Work Statement (PWS)

This Performance Work Statement (PWS) outlines the requirements for professional financial management, financial systems, and audit support services for the Internal Revenue Service (IRS) Office of the Chief Financial Officer (CFO). The goal is to enable the CFO to plan, execute, account for, and report on IRS resources in compliance with federal financial management laws, regulations, and standards, ultimately supporting the production of timely, accurate, and auditable financial information and maintaining compliant financial management systems.

The contractor will primarily support the CFO Financial Management organization, encompassing six offices: Financial Reporting and Analysis, Revenue Accounting Operations, Accounts Payable, Government Payables and Funds Management, Policy and Data Analytics, and Financial Management Systems. The work is organized into six integrated task areas:

1. Financial Accounting, Reporting, and Internal Control Support: Technical accounting, financial reporting, reconciliations, cost accounting, internal control, and audit readiness.
2. Financial Management Systems Support: Functional and technical support for the Integrated Financial System (IFS) and related systems, including configuration, testing, and data integrity.
3. CFO Financial Management Support (Optional): Ad hoc support for emerging requirements.
4. Task Order Management: Day-to-day management, planning, coordination, and communication.
5. Contractor Transition-In Phase: Structured activities for knowledge acquisition and staff readiness.
6. Contractor Transition-Out Phase: Structured activities for knowledge transfer and documentation handover.

Performance will be monitored using task-level performance standards, measures, and Acceptable Quality Levels (AQLs) defined in the contract's Quality Assurance Surveillance Plan (QASP).

Performance is primarily on-site at IRS facilities in Washington, D.C., and Lanham, MD, during standard IRS core business hours. The period of performance includes a 12-month base period and four option periods.

• Contractor personnel require appropriate background investigations and security clearances.
• Work must comply with federal financial management laws, regulations, and standards (e.g., CFO Act, GAAP, FASAB, OMB Circular A-136).
• The contractor must maintain the integrity, availability, and security of financial data within the IFS and related systems.
• Travel costs are reimbursable only under specific authorized conditions.
• Government-Furnished Information (GFI) and Property (GFP) will be provided and must be safeguarded.

Request for Information (RFI)

This RFI is issued by the Internal Revenue Service (IRS) Office of the Chief Financial Officer (CFO) for market research and planning purposes. The IRS is seeking information on capabilities and experience related to professional financial management, financial systems, and audit support services. This RFI is not a solicitation and does not commit the government to any contract. Responses will be used to identify potential sources and inform future procurement strategies.

The anticipated requirement includes integrated support in the following areas:

• Financial accounting, reporting, analysis, administrative/custodial accounting, cost accounting, and internal control.
• Financial management systems support, including the Integrated Financial System (IFS), documentation, configuration, reporting, testing, and system change initiatives.
• Audit support, including responsiveness to audits (e.g., GAO) and corrective action planning.
• Task order management, including status reporting, risk/issue management, and staffing.
• Transition-in and transition-out activities to ensure operational continuity.

No contract type, period of performance, or estimated value is stated as this is an RFI.

• Responses are due by 11:59 PM Eastern on February 6, 2026.
• Submissions should be emailed to RYAN.M.DOLAN@IRS.GOV, with Samantha.R.Cairns@irs.gov in CC.
• Responses are limited to a maximum of 16 pages (including a one-page cover page).
• Submissions must be in Microsoft Word or PDF format.
• The government will weigh capability, quality, feasibility, staffing, transition strategies, on-site support ability, experience, and risk.
• Questions regarding the RFI are due by 11:59 PM Eastern on January 23, 2026.

Responses will be used to identify potential sources, vehicles, and set-asides for specific small business classifications. No funding is currently set aside.

• Vendors are encouraged to provide budgetary and/or standard rate information for Independent Government Cost Estimate (IGCE) development.
• All submissions become government property and will not be returned.
• Responses to this RFI are not considered adequate responses to a future solicitation.

Questions & Answers / Clarifications

This document contains questions posed by industry and is intended to solicit responses and clarifications regarding a draft Performance Work Statement (PWS) for financial management support services.

• On-site Support: Firms are asked to confirm their ability to support on-site performance in the Washington D.C./National Capital Region and describe their approach to maintaining continuity of operations.
• NAICS and PSC Codes: Industry is requested to identify and justify the most appropriate NAICS and Product Service Codes (PSCs) for the requirement.
• Experience Requirements: Detailed questions probe firms' experience in various federal financial management areas, including audit readiness, accounting operations, financial reporting, account reconciliation, cost accounting, internal controls, and financial management systems (specifically SAP-based environments).
• Transition and Quality Control: Firms must describe their approaches to transition-in and transition-out, as well as their quality control processes for work products.
• Risk Identification: Respondents are asked to identify potential risks in performing the draft PWS tasks and recommend mitigations.
• PWS Improvement: Recommendations are sought to enhance the clarity, outcome-orientation, and measurability of the draft PWS tasks.
• Industry Best Practices: Firms are encouraged to suggest industry best practices for audit response, systems testing, and financial reporting support.
• Labor Mix and Rates: The document requests a rough order of magnitude labor mix recommendation and budgetary rate information for cost estimate development, including GSA MAS or commercial rates.

This RFI is crucial for potential bidders to understand the government's expectations regarding experience, operational capabilities, and proposed approaches. The responses will likely inform the final PWS and solicitation requirements, impacting how vendors prepare their proposals.